JHEIX Mutual Fund

NAV$16.01

AUM$1.7B

TER1.14%

Holdings121

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JHEIX Mutual Fund

NAV$16.01

John Hancock Funds II Equity Income Fund Class A

AUM$1.7B

TER1.14%

Holdings121

See how much of JHEIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare JHEIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings JHEIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

JHEIX Mutual Fund Overlap Analysis

JHEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

JHEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 121 holdings, JHEIX may share significant positions with broad-market funds.

JHEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. JHEIX tax-loss harvesting finds highly correlated but non-identical funds.